EP Wealth Advisors’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

EP Wealth Advisors’s Portfolio YJUN Stock Details YJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501K	Sell	18,704 -1,350	-7%	-$35.9K	﹤0.01%	1032
2026 Q1	$516K	Sell	20,054 -1,775	-8%	-$46.1K	﹤0.01%	882
2025 Q4	$560K	Buy	+21,829	New	+$551K	﹤0.01%	829
2025 Q2	$857K	Buy	+34,990	New	+$826K	0.01%	602

Other funds holding YJUN

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

EP Wealth Advisors's YJUN Position: Q2 2026 in Review

EP Wealth Advisors reduced its FT Vest International Equity Buffer ETF June (YJUN) stake by 6.7% in Q2 2026, selling an estimated $35.9K and leaving 18,704 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

EP Wealth Advisors first reported a position in YJUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $857K in Q2 2025. 69 funds tracked by Wall St. Rank hold YJUN as of Q2 2026.

EP Wealth Advisors held 18,704 shares of FT Vest International Equity Buffer ETF June worth $501K as of Q2 2026.
EP Wealth Advisors sold 1,350 FT Vest International Equity Buffer ETF June shares in Q2 2026, an estimated $35.9K.
FT Vest International Equity Buffer ETF June made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1032 holding.
EP Wealth Advisors first reported a position in FT Vest International Equity Buffer ETF June in Q2 2025 and has held it in 4 quarters since.
EP Wealth Advisors's FT Vest International Equity Buffer ETF June position peaked at $857K in Q2 2025.
69 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.